DocFinity

DocFinity

Document and business process management software

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DocFinity Overview

DocFinity is an enterprise content management software that helps organizations to manage documents, records, forms and workflow options. The software also offers business process management features and can either be deployed on-premises or be hosted in the cloud.

DocFinity offers a variety of features including document indexing, scanning paper documents to digital files, importing multiple file types, search functionality, document viewing and annotation capabilities. The software supports versioning of documents and can print multiple stored documents without the need to open them. In addition to its core functionalities, DocFinity offers many add-on modules that help to expand and enhance the product’s capabilities. Additional features offered include visual dashboards, eForms, records management, hierarchical storage management and automated compliance management. The software supports audit trails and integrates with third party applications such as SharePoint, Oracle applications, SAP and Microsoft Office. Docfinity BPM software helps to connect disparate software systems, automate workflow reporting and monitor job inventories and output. It helps to model, automate, execute, control and measure all business processes and aids in better decision-making. DocFinity Intelligent Capture add-on helps to auto-classify large groups of documents, launch workflows & business processes and extract content from other sources.

The software can be accessed on desktops and mobile devices using browser-based apps and is targeted at companies in a wide range of industries including healthcare, insurance, manufacturing, publishing, pharmaceuticals, legal, education and government.

Pricing

Starting from
N/A
Pricing options
Free Trial
Subscription

Devices

Business size

S
M
L

Markets

Canada, United States

Supported Languages

English

DocFinity Pricing

Starting from
N/A
Pricing options
Free Trial
Subscription

Contact DocFinity for pricing information or a quote.

DocFinity Features

  • API
  • Activity Dashboard
  • Document Storage
  • Drag & Drop Interface
  • Search Functionality
  • Third Party Integration

  • Access Control
  • Activity Tracking
  • Automatic Notifications
  • Chat
  • Collaboration Tools
  • Collaborative Workspace
  • Commenting
  • Communication Management
  • Customizable Branding
  • Document Management
  • File Management
  • Permission Management
  • Projections
  • SSL Security

Additional information for DocFinity

Key features of DocFinity

  • API
  • Audit trail
  • Automate compliance
  • Automate processes
  • Automates file back-up
  • Charts & graphs
  • Customizable form designs
  • Dashboards
  • Document indexing
  • Document storage
  • Drag-and-drop functionality
  • Electronic document management
  • Import any file type
  • Integrates with SharePoint
  • Integrates with third party applications
  • Records management
  • Search and view documents
  • Supports iOS and Android devices
  • Versioning
  • eForms

Benefits

● DocFinity is an enterprise content and business process management software that can either be installed on-premises or hosted in the cloud.

● The software offers core features including document indexing, search functionality, data import/export, version controls and scanning papers documents to convert them to digital files.

● Through various add-on modules, the product delivers capabilities in business process management, workflow management, dashboards, forms management and records management.

● DocFinity is flexible & scalable and enables organizations to meet business objectives such as compliance, integration of business units, process automation, and operational efficiency.

● The product can be used by businesses of all sizes in a variety of industries including healthcare, legal, insurance, financial services, education, publishing, hospitality, manufacturing, utilities, and government.

DocFinity FAQs

Below are some frequently asked questions for DocFinity.

Q. What type of pricing plans does DocFinity offer?

DocFinity offers the following pricing plans:

Pricing model: Subscription

Free Trial: Not Available

Contact DocFinity for pricing information or a quote.

Q. What are the main features of DocFinity?

DocFinity offers the following features:

  • API
  • Audit trail
  • Automate compliance
  • Automate processes
  • Automates file back-up
  • Charts & graphs
  • Customizable form designs
  • Dashboards
  • Document indexing
  • Document storage
  • Drag-and-drop functionality
  • Electronic document management
  • Import any file type
  • Integrates with SharePoint
  • Integrates with third party applications
  • Records management
  • Search and view documents
  • Supports iOS and Android devices
  • Versioning
  • eForms

Q. Who are the typical users of DocFinity?

DocFinity has the following typical customers:

Large Enterprises, Mid Size Business, Small Business

Q. What languages does DocFinity support?

DocFinity supports the following languages:

English

Q. What type of pricing plans does DocFinity offer?

DocFinity has the following pricing plans:

Subscription

Q. Does DocFinity support mobile devices?

We do not have any information about what devices DocFinity supports

Q. What other apps does DocFinity integrate with?

DocFinity integrates with the following applications:

Microsoft Office 365, SharePoint

Q. What level of support does DocFinity offer?

DocFinity offers the following support options:

FAQs, Knowledge Base, Online Support, Phone Support, Video Tutorials